Free checklist

The Convenience Checklist

A free checklist for banks, building societies and credit unions. It has 17 tests in three sections. Score what your customers can actually do, not how attractive the app looks.

Score 1 for yes, ½ for partly and 0 for no. The checklist adds up your score as you go, and you can print it or save it as a PDF.

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  1. A

    Macro moments5 tests

    Are you there when a new stage of life begins? Joining at that moment, a product ready before the date, keeping a member who moves.

  2. B

    Micro moments6 tests

    Are you in their hand when the small, urgent things happen? Splitting a bill, paying by phone number, help before payday.

  3. C

    Table stakes6 tests

    Having these wins nobody. Missing one loses people. Sunday payments, Apple Pay and Google Pay, freezing a card in the app.